{ "@context": "https://agentflare.org/schema", "type": "NewsArticle", "tier": "L2-full", "title": "Earnings News, Oct 25, 2026: Meta posts Q3 revenue of $64.6B, but the stock slides on its Q4 outlook", "description": "Meta Platforms reported Q3 revenue of $64.6B, ahead of the roughly $63.4B analysts expected, and its Q4 guidance midpoint topped consensus. Seeking Alpha…", "canonical": "https://agentflare.org/news/2026-10-25-earnings.html", "category": "news", "updated": "2026-10-25", "generated_at": "2026-10-25T00:37:01.560Z", "facts": [ { "label": "Desk", "value": "Earnings" }, { "label": "Date", "value": "Sun, Oct 25, 2026" }, { "label": "Stories", "value": "3" }, { "label": "Outlets cited", "value": "4" }, { "label": "Items screened", "value": "4" }, { "label": "Freshness", "value": "last 48h" } ], "data": { "date": "2026-10-25", "cluster": "earnings", "headline": "Meta posts Q3 revenue of $64.6B, but the stock slides on its Q4 outlook", "dek": "Meta Platforms reported Q3 revenue of $64.6B, ahead of the roughly $63.4B analysts expected, and its Q4 guidance midpoint topped consensus. Seeking Alpha reports the shares still fell about 7% the next day.", "generated_at": "2026-10-25T00:42:07.492Z", "freshness_hours": 48, "stories": [ { "title": "Meta beats on Q3 revenue, yet shares drop on the Q4 guide", "summary": "Meta Platforms (META) reported third-quarter revenue of $64.6B, ahead of the roughly $63.4B Wall Street expected. A GuruFocus earnings-call recap carried by Investing.com Canada highlights a 26% revenue jump. Seeking Alpha says the Q4 revenue guidance midpoint also came in above consensus. The stock nonetheless fell about 7% the following day. The Seeking Alpha author argues that the Q4 guide is the real profit warning, which suggests the market is focused on what the outlook implies for profitability rather than on the top-line beat.", "why": "A revenue beat and an above-consensus guide were not enough to hold the shares, so investors appear to be weighing profit implications over headline growth.", "sources": [ { "id": "S1", "title": "Meta: The Q4 Guide Is The Real Profit Warning (NASDAQ:META)", "url": "https://seekingalpha.com/article/4957188-meta-the-q4-guide-is-the-real-profit-warning", "publisher": "Seeking Alpha", "published": "2026-10-24T09:42:40.000Z" }, { "id": "S3", "title": "Meta Platforms Inc (META) Q3 2026 Earnings Call Highlights: Revenue Surges 26% to $64. ... By GuruFocus", "url": "https://ca.investing.com/news/company-news/meta-platforms-inc-meta-q3-2026-earnings-call-highlights-revenue-surges-26-to-64--4900888", "publisher": "Investing.com Canada", "published": "2026-10-23T22:28:10.000Z" } ], "entities": [ "META" ] }, { "title": "SLB reports Q3 revenue of $9.45 billion, up 6% from a year ago", "summary": "SLB announced third-quarter 2026 results on 23 October 2026. Revenue of $9.45 billion rose 5% sequentially and 6% year on year. GAAP EPS of $0.49 fell 6% sequentially and 2% year on year, while EPS excluding charges and credits of $0.64 rose 16% sequentially and fell 7% year on year. Net income attributable to SLB was $735 million. Adjusted EBITDA reached $2.07 billion, essentially flat year on year. Cash flow from operations was $1.51 billion and free cash flow was $828 million. The board approved a quarterly dividend of $0.295 per share.", "why": "Higher sales and strong cash generation sit alongside lower year-on-year adjusted EPS, a mixed picture for oilfield-services investors tracking earnings quality and payouts.", "sources": [ { "id": "S2", "title": "SLB Announces Third-Quarter 2026 Results", "url": "https://www.slb.com/newsroom/press-release/2026/pr-2026-1023-q3-2026-earnings-results", "publisher": "slb.com", "published": "2026-10-24T00:00:00.000Z" } ], "entities": [] }, { "title": "Goldman Sachs resets Eli Lilly price target ahead of earnings", "summary": "TheStreet reported on 23 October 2026 that Goldman Sachs has reset its 12-month stock price target for Eli Lilly. The move comes before the drugmaker reports its own earnings. The headline is the only detail available, so the new target level and the rationale are not covered here. The update shows analysts adjusting their views on the stock as results approach.", "why": "Pre-earnings target changes from a major bank can shape expectations and positioning going into a closely watched report.", "sources": [ { "id": "S4", "title": "Goldman Sachs resets Eli Lilly 12-month stock price target before earnings", "url": "https://www.thestreet.com/investing/stocks/lly-eli-lilly-goldman-sachs-raises-12-month-stock-price-target-ahead-of-earnings", "publisher": "TheStreet", "published": "2026-10-23T16:37:00.000Z" } ], "entities": [ "LLY", "GS" ] } ], "market": [ { "id": "JPM", "kind": "equity", "last": 331.58, "asOf": "2026-10-23", "d1": -1.4738218339573412, "d30": -2.0616729678638994, "series": [ 350.13, 352.49, 348.92, 349.31, 349.67, 352.04, 340, 337.53, 338.56, 343.06, 336.59, 334.98, 330.83, 333.18, 332.38, 332.38, 331.28, 329.58, 331.42, 332.99, 334.3, 331.43, 335.28, 335.53, 339.72, 333.53, 335.26, 335.19, 336.54, 331.58 ] }, { "id": "GS", "kind": "equity", "last": 875.68, "asOf": "2026-10-23", "d1": -1.7524963536407498, "d30": -5.156559694137272, "series": [ 988.45, 976.67, 937.98, 951.47, 942, 959.39, 949.49, 936.36, 923.29, 935.45, 916.28, 916.24, 900.36, 896.67, 902.56, 893.46, 897.18, 887.21, 882.59, 895.32, 893.95, 891.91, 878.72, 891.28, 881.26, 875.78, 884.81, 904.72, 891.3, 875.68 ] }, { "id": "UNH", "kind": "equity", "last": 418.09, "asOf": "2026-10-23", "d1": -1.6212527648360022, "d30": 11.487693661502355, "series": [ 383.55, 375.93, 375.26, 375.21, 376.9, 377.56, 372.95, 371.29, 375.01, 376.59, 377.83, 374.94, 367.08, 365.2, 371.9, 378.58, 376.32, 375.98, 370.95, 379.3, 378.52, 377.76, 395.62, 406.67, 401.43, 406.88, 419.26, 417, 424.98, 418.09 ] }, { "id": "META", "kind": "equity", "last": 642.62, "asOf": "2026-10-23", "d1": -0.9601602835786418, "d30": -17.35747630499364, "series": [ 665.6, 670.24, 673.31, 682.31, 665.75, 741.25, 736.6, 744.1, 777.59, 751.66, 715.62, 738.79, 725.18, 725.93, 728.08, 741.9, 738.88, 721.31, 720.89, 718.67, 742.96, 762.5, 737.54, 736.72, 709.33, 705.44, 694.25, 697.52, 648.85, 642.62 ] }, { "id": "LLY", "kind": "equity", "last": 1273.46, "asOf": "2026-10-23", "d1": -2.5430668329902284, "d30": 7.747759943818792, "series": [ 1138.28, 1136.11, 1137.82, 1152.44, 1152.93, 1164.89, 1170.14, 1150.99, 1181.89, 1183.46, 1184.78, 1184.63, 1157.08, 1149.85, 1142.85, 1143.12, 1157.49, 1188.72, 1169.6, 1179.27, 1182.62, 1166.51, 1208.74, 1251.61, 1257.03, 1240.34, 1283.66, 1270.75, 1306.69, 1273.46 ] } ], "policy_rates": [], "prediction_markets": [], "watch": [ { "text": "Eli Lilly's upcoming earnings report, which Goldman Sachs previewed by resetting its 12-month price target.", "sources": [ "S4" ] }, { "text": "Meta's Q4 revenue guidance, which Seeking Alpha says carries a midpoint above consensus and is the focus of profit concerns.", "sources": [ "S1" ] } ], "takeaways": [ "Meta's Q3 revenue of $64.6B beat the roughly $63.4B expected, yet the stock fell about 7% the next day, per Seeking Alpha.", "SLB posted Q3 revenue of $9.45 billion and free cash flow of $828 million, with a dividend of $0.295 per share.", "Goldman Sachs reset its Eli Lilly 12-month price target ahead of the drugmaker's earnings." ], "faq": [ { "q": "How did Meta's Q3 2026 revenue compare with expectations?", "a": "Meta reported Q3 revenue of $64.6B, against about $63.4B expected, according to Seeking Alpha. An earnings-call recap headline cites a 26% revenue increase. The Q4 revenue guide midpoint was also above consensus." }, { "q": "What were SLB's third-quarter 2026 results?", "a": "SLB reported revenue of $9.45 billion, GAAP EPS of $0.49 and EPS excluding charges and credits of $0.64. Net income attributable to SLB was $735 million, adjusted EBITDA was $2.07 billion and free cash flow was $828 million." }, { "q": "What did Goldman Sachs do with Eli Lilly's price target?", "a": "According to a TheStreet headline dated 23 October 2026, Goldman Sachs reset its 12-month stock price target for Eli Lilly ahead of the company's earnings report." } ], "count": 3, "items": [ { "title": "Meta: The Q4 Guide Is The Real Profit Warning (NASDAQ:META)", "url": "https://seekingalpha.com/article/4957188-meta-the-q4-guide-is-the-real-profit-warning", "source": "Seeking Alpha", "date": "2026-10-24T09:42:40+00:00", "tickers": [ "META" ], "iso": "2026-10-24T09:42:40.000Z" }, { "title": "SLB Announces Third-Quarter 2026 Results", "url": "https://www.slb.com/newsroom/press-release/2026/pr-2026-1023-q3-2026-earnings-results", "source": "slb.com", "date": "Sat, 24 Oct 2026 00:00:00 GMT", "tickers": [], "iso": "2026-10-24T00:00:00.000Z" }, { "title": "Meta Platforms Inc (META) Q3 2026 Earnings Call Highlights: Revenue Surges 26% to $64. ... By GuruFocus", "url": "https://ca.investing.com/news/company-news/meta-platforms-inc-meta-q3-2026-earnings-call-highlights-revenue-surges-26-to-64--4900888", "source": "Investing.com Canada", "date": "2026-10-23T22:28:10+00:00", "tickers": [ "META" ], "iso": "2026-10-23T22:28:10.000Z" }, { "title": "Goldman Sachs resets Eli Lilly 12-month stock price target before earnings", "url": "https://www.thestreet.com/investing/stocks/lly-eli-lilly-goldman-sachs-raises-12-month-stock-price-target-ahead-of-earnings", "source": "TheStreet", "date": "2026-10-23T16:37:00+00:00", "tickers": [ "LLY" ], "iso": "2026-10-23T16:37:00.000Z" } ] }, "analysis_md": "Meta Platforms reported Q3 revenue of $64.6B, ahead of the roughly $63.4B analysts expected, and its Q4 guidance midpoint topped consensus. Seeking Alpha reports the shares still fell about 7% the next day.\n## Meta beats on Q3 revenue, yet shares drop on the Q4 guide\nMeta Platforms (META) reported third-quarter revenue of $64.6B, ahead of the roughly $63.4B Wall Street expected. A GuruFocus earnings-call recap carried by Investing.com Canada highlights a 26% revenue jump. Seeking Alpha says the Q4 revenue guidance midpoint also came in above consensus. The stock nonetheless fell about 7% the following day. The Seeking Alpha author argues that the Q4 guide is the real profit warning, which suggests the market is focused on what the outlook implies for profitability rather than on the top-line beat.\n**Why it matters:** A revenue beat and an above-consensus guide were not enough to hold the shares, so investors appear to be weighing profit implications over headline growth.\nSources: [Seeking Alpha](https://seekingalpha.com/article/4957188-meta-the-q4-guide-is-the-real-profit-warning), [Investing.com Canada](https://ca.investing.com/news/company-news/meta-platforms-inc-meta-q3-2026-earnings-call-highlights-revenue-surges-26-to-64--4900888)\n## SLB reports Q3 revenue of $9.45 billion, up 6% from a year ago\nSLB announced third-quarter 2026 results on 23 October 2026. Revenue of $9.45 billion rose 5% sequentially and 6% year on year. GAAP EPS of $0.49 fell 6% sequentially and 2% year on year, while EPS excluding charges and credits of $0.64 rose 16% sequentially and fell 7% year on year. Net income attributable to SLB was $735 million. Adjusted EBITDA reached $2.07 billion, essentially flat year on year. Cash flow from operations was $1.51 billion and free cash flow was $828 million. The board approved a quarterly dividend of $0.295 per share.\n**Why it matters:** Higher sales and strong cash generation sit alongside lower year-on-year adjusted EPS, a mixed picture for oilfield-services investors tracking earnings quality and payouts.\nSources: [slb.com](https://www.slb.com/newsroom/press-release/2026/pr-2026-1023-q3-2026-earnings-results)\n## Goldman Sachs resets Eli Lilly price target ahead of earnings\nTheStreet reported on 23 October 2026 that Goldman Sachs has reset its 12-month stock price target for Eli Lilly. The move comes before the drugmaker reports its own earnings. The headline is the only detail available, so the new target level and the rationale are not covered here. The update shows analysts adjusting their views on the stock as results approach.\n**Why it matters:** Pre-earnings target changes from a major bank can shape expectations and positioning going into a closely watched report.\nSources: [TheStreet](https://www.thestreet.com/investing/stocks/lly-eli-lilly-goldman-sachs-raises-12-month-stock-price-target-ahead-of-earnings)\n## Data behind the stories\n\nMETA closed at $642.62 on 2026-10-23, down 0.96% on the day and down 17.36% over about a month. LLY closed at $1,273, down 2.54% on the day but up 7.75% over roughly a month. GS ended at $875.68, down 1.75%.\n\n- UNH: +11.49% (~1-month)\n- LLY: +7.75% (~1-month)\n- JPM: -2.06% (~1-month)\n- GS: -5.16% (~1-month)\n- META: -17.36% (~1-month)\n\n## What to watch\n\n- Eli Lilly's upcoming earnings report, which Goldman Sachs previewed by resetting its 12-month price target.\n- Meta's Q4 revenue guidance, which Seeking Alpha says carries a midpoint above consensus and is the focus of profit concerns.\n\n## Key takeaways\n\n- Meta's Q3 revenue of $64.6B beat the roughly $63.4B expected, yet the stock fell about 7% the next day, per Seeking Alpha.\n- SLB posted Q3 revenue of $9.45 billion and free cash flow of $828 million, with a dividend of $0.295 per share.\n- Goldman Sachs reset its Eli Lilly 12-month price target ahead of the drugmaker's earnings.\n\n## FAQ\n\n**How did Meta's Q3 2026 revenue compare with expectations?**\nMeta reported Q3 revenue of $64.6B, against about $63.4B expected, according to Seeking Alpha. An earnings-call recap headline cites a 26% revenue increase. The Q4 revenue guide midpoint was also above consensus.\n\n**What were SLB's third-quarter 2026 results?**\nSLB reported revenue of $9.45 billion, GAAP EPS of $0.49 and EPS excluding charges and credits of $0.64. Net income attributable to SLB was $735 million, adjusted EBITDA was $2.07 billion and free cash flow was $828 million.\n\n**What did Goldman Sachs do with Eli Lilly's price target?**\nAccording to a TheStreet headline dated 23 October 2026, Goldman Sachs reset its 12-month stock price target for Eli Lilly ahead of the company's earnings report.\n", "sources": [ { "title": "Meta: The Q4 Guide Is The Real Profit Warning (NASDAQ:META)", "url": "https://seekingalpha.com/article/4957188-meta-the-q4-guide-is-the-real-profit-warning" }, { "title": "Meta Platforms Inc (META) Q3 2026 Earnings Call Highlights: Revenue Surges 26% to $64. ... By GuruFocus", "url": "https://ca.investing.com/news/company-news/meta-platforms-inc-meta-q3-2026-earnings-call-highlights-revenue-surges-26-to-64--4900888" }, { "title": "SLB Announces Third-Quarter 2026 Results", "url": "https://www.slb.com/newsroom/press-release/2026/pr-2026-1023-q3-2026-earnings-results" }, { "title": "Goldman Sachs resets Eli Lilly 12-month stock price target before earnings", "url": "https://www.thestreet.com/investing/stocks/lly-eli-lilly-goldman-sachs-raises-12-month-stock-price-target-ahead-of-earnings" } ], "related": [ { "name": "AI & Compute: Nvidia's AI financing role faces first stress test as neocloud shares slide", "url": "https://agentflare.org/news/2026-10-25-ai.html" }, { "name": "Crypto: Bitcoin Slips Below $80,000 as Middle East Worries Weigh on Crypto", "url": "https://agentflare.org/news/2026-10-25-crypto.html" }, { "name": "Markets: Microsoft, Google, Amazon earnings and Fed meeting headline a heavy market week", "url": "https://agentflare.org/news/2026-10-25-markets.html" } ], "pricing": { "price_usd": 0.005, "method": "402", "endpoint": "https://esa.aisa.one/api/v1/access/verify", "autopay_hint": "set crawlerAutoPrice=true with the X-Crawler-Token header", "onboarding": "https://esa.aisa.one/agent/guide.html" }, "powered_by": "AISA — agent-native search, settlement & delivery (https://aisa.one)" }